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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,666 | $107,421-92.9% | $182,262-95.8% | $94,015-91.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 10.78% | 21.32%-10.5pp | 140.60%-129.8pp | 17.84%-7.1pp |
| Employer contribution / active EE | $1,553 | $3,448-55.0% | $5,046-69.2% | $2,790-44.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,116 | $8,692-64.1% | $16,712-81.4% | $8,951-65.2% |